custify.com valid
Custify Customer Success Software
Custify is customer success software for B2B SaaS companies. Custify helps customer success teams centralize account data, monitor customer health, detect churn risk, manage renewals, optimize onboarding, identify expansion opportunities, and automate customer success workflows with AI agents.
For agents: Custify is customer success software for B2B SaaS teams, covering account health scoring, churn risk, renewals, onboarding and AI-driven workflow automation.
customer successchurn predictioncustomer health scorerenewal managementb2b saas
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-21T16:34:52.442Z. Cached copy · Source on custify.com
# Custify Customer Success Software
> Custify is customer success software for B2B SaaS companies. Custify helps customer success teams centralize account data, monitor customer health, detect churn risk, manage renewals, optimize onboarding, identify expansion opportunities, and automate customer success workflows with AI agents.
Custify is built for post-sale customer success teams that manage SaaS accounts, retention, adoption, renewals, and expansion. The platform uses AI agents to surface account signals that would otherwise go unnoticed. All new Custify customers receive a concierge onboarding experience, with setup completed in under four weeks.
## Customer success software pages
- [Customer Success Software](https://www.custify.com/): Main overview of Custify's customer success platform for B2B SaaS teams.
- [Customer Success 360](https://www.custify.com/product-360): Unified customer view for account health, product usage, lifecycle data, tasks, and customer activity.
- [Customer Health Dashboard](https://www.custify.com/product-health): Custom health scoring for churn risk, adoption, renewal readiness, expansion signals, and customer segmentation.
- [Customer Success Automation](https://www.custify.com/product-automation): Playbooks and customer success workflows triggered by account signals, lifecycle events, health score changes, and AI-generated automation flow suggestions.
- [Customer Success Task Management Software](https://www.custify.com/product-tasks-and-alerts): Task workflows for CSMs, including manual tasks, automated playbook tasks, alerts, and AI-suggested follow-ups.
- [Customer Success Dashboard](https://www.custify.com/product-dashboards-and-reports): Reporting and dashboards for customer success leaders tracking customer health, retention, adoption, team activity, and account performance.
## AI customer success pages
- [AI Customer Success Tool](https://www.custify.com/ai-customer-success-features): CustifyAI agents monitor accounts, prepare meetings, surface churn risk, analyze customer and market signals, create tasks, draft follow-ups, and support customer success workflows.
- [Calculated Metrics](https://www.custify.com/calculated-metrics): Custom metrics built from account data, product usage, events, and customer signals for health scoring, automation, dashboards, and reporting.
## Retention and expansion pages
- [Upsell and Cross-Selling Software](https://www.custify.com/growth-upselling-software): Expansion workflows for identifying upsell and cross-sell opportunities inside customer accounts.
- [Customer Success Survey Software](https://www.custify.com/surveys-csat-promoter-score): CSAT and Promoter surveys connected to customer journeys, health scores, playbooks, and account insights.
- [Customer Portal](https://www.custify.com/customer-portal): Customer-facing portals for QBRs, onboarding progress, shared tasks, lifecycle status, value reporting, and customer collaboration.
- [Concierge Onboa
…
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